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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2023-04-14
FL RA APPROVED 2021-08-09
  • WV RA
    APPROVED
    Since 2023-04-14
  • FL RA
    APPROVED
    Since 2021-08-09

Branch Locations

15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Miami FL 08/2021 Present
The Skyline Agency Dallas TX 07/2020 11/2020
Rollins College Winter Park FL 08/2017 05/2021
Jesuit College Preparatory School Dallas TX 08/2013 05/2017
Cook Diamonds Dallas TX 01/2016 05/2017
Trinity Wealth Securities Miami FL 10/2021 Present
  • 08/2021 → Present
    Florida Financial Advisors
    Miami, FL
  • 07/2020 → 11/2020
    The Skyline Agency
    Dallas, TX
  • 08/2017 → 05/2021
    Rollins College
    Winter Park, FL
  • 08/2013 → 05/2017
    Jesuit College Preparatory School
    Dallas, TX
  • 01/2016 → 05/2017
    Cook Diamonds
    Dallas, TX
  • 10/2021 → Present
    Trinity Wealth Securities
    Miami, FL
Other Businesses

1) Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) Florida Financial Insurance, LLC. Investment-Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Insurance. Position: Independent Contractor. 08/2021. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 3) Trinity Wealth Securities, LLC. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 4) Ellison Homes, LLC. Not investment related. Dallas, TX 75220. Nature: residential real estate investment properties. Position: Managing member. Start: 5/1/2025. Hours per month: 8. Hours per month during trading: 0. Duties: identify and purchase residential real estate properties to renovate and then sell. Compensation includes proceeds and capital gains via sale of home once renovations are completed.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-02-06
S65 Uniform Investment Adviser Law Examination 2021-07-19
  • S63 Uniform Securities Agent State Law Examination
    2023-02-06
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19

View on SEC IAPD

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